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研報掘金丨開源證券:首予紫金礦業“買入”評級,看好公司後續業績成長性
格隆匯 06-20 15:32

開源證券研報指出,紫金礦業(601899.SH)是大型跨國礦業集團及中國有色金屬行業龍頭之一,目前公司已在全球15個國家及中國17個省市擁有投資項目,是國內金屬礦產資源量最多的企業之一,其中,銅、金、鋅(鉛)產量均居國內領先地位。隨着公司旗下銅、金項目持續放量,並積極佈局鋰礦資源,看好公司後續的業績成長性,首次覆蓋給予“買入”評級。目前,湘源硬巖鋰礦一期已達產並正在推進項目二期落地,3Q鹽湖及拉果錯鹽湖項目亦在有序推進過程中,預計2025年將形成12-15萬噸產能。在新能源領域快速發展的背景下,公司在鋰項目的佈局有望形成新的業績增長動力。

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